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Full-Stack CFO

Simply need your books closed on a monthly basis? We turn your transactional data into an accurate financial picture so you can make timely & smart decisions.

We implement cutting-edge cloud technology that provides you with instant visibility. For an affordable price, modern cloud systems will talk to your accounting system & scale with your business.

We use a simple & practical approach to forecast cash flow that will help you avoid hair on fire situations & confidently plan for the future.

Things are behind, and it’s OK. We will catch-up your books and keep your books current going forward.

From financial models to selecting Key Performance Indicators (KPIs) to founder friendly Term Sheets & LOI negotiations – we want to see our founders win!

Creating a foundation of several KPIs for software & e-commerce companies is important for asking “What Will Happen?”

How We Add Value

Think Like a Founder.  That’s our motto and as a former co-founder, I know what it is like to be in the business owner’s shoes. Our goal is to add accretive value to your business. We focus on several key areas:

Protecting your equity interests from unnecessary dilution. The best way to protect equity is through good cash forecasting.

Worry-free Xero implementation & a timely month-end close so you can focus on running your business.

Anytime access to your cloud accounting system with financials that provide you with a timely feedback loop. This sets a solid foundation to later start asking “What Will Happen?”

Automation of your accounting & HR tasks with cloud systems that talk to one another. We can API integrate hundreds of systems to Xero.

Key Performance Indicators (KPIs) that are relevant to your business.

We use modeling software & work in concert with your Customer Service, Engineering, Sales, & Marketing teams to help you answer “How Can We Make it Happen”

Million $ of Recorded Transactions

We record thousands of incoming & outgoing transactions.

Xero Integrations

3rd third-party cloud products that automatically talk to your accounting system.

Mergers

We are there with you for the long-run. If you decide to sell your business, we have the experience.

Your Tech Stack

 

 


Welcome to the Modern Cloud Economy! You can integrate hundreds of cloud products to your accounting & HR systems. We help you navigate the software selection & successfully integrate the systems on a budget that fits your business.

 

 

Latest Blog posts

The Privilege of Taking Risks
The Privilege of Taking Risks
‘Why It’s Worth Taking Risks’, was a platform for an enriching two-way conversation between the audience and four speakers. The…

Testimonials

“Thomas’s guidance during a strategic pivot, growth and successful exit was invaluable to maximizing our business. In addition, his personal touch, mentorship and network was critical to motivating me beyond the numbers. He’s a financial renaissance man for today’s entrepreneur.”

Mark Drosos

“We are a growing e-commerce business with multiple online sales channels, Thomas helped transition our accounting system from a collection of spreadsheets and desktop software to an automated, cloud-based system with regular reporting.  Our business has better visibility and we can make faster and better decisions. Thomas is very hard-working, detail-oriented, and easy to communicate…

Chris Pew

“Working with Thomas was great.  He brought a level of professionalism and expertise to our finances that we definitely needed.  He was able to work on several special projects with shortened timeframes with ease.  I would work with him again.”

Steve Thomas

“I couldn’t be happier with the services we’ve received from SavvySum. Our accounting function is virtually hands-free thanks to their work recommending and setting up all of our finance SaaS services to run smoothly and automatically. We’ve scaled to over a million dollar run rate with barely a blip of an increase in accounting costs.…

Jeremy Bencken

“Thomas helped us get our financial systems buttoned up as we were preparing to be acquired, and his experience and expertise were invaluable in guiding us to a successful outcome.  He completely gets early stage software startups like ours and his services (and fees) were ‘just right’ for a company of our type, stage and size. Thomas was…

Sanjay Mishra

Current & Past Clients

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